Filed November 8, 2017
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MAKELA,TOUTANT,HILL,NARDI & KATONA1 year Filed as: MAKELA TOUTANT HILL MARDI KATONA Service code 99 · EIN 11-1000111 | Other Fees | $5,750 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,560 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,560 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,349 | $136,307-19.8% | $177,821-38.5% | $73,488+48.8% |
| Participation rate | 95.5% | 86.1%+9.4pp | 87.7%+7.7pp | 70.7%+24.8pp |
| Annual return | 20.98% | 18.68%+2.3pp | 48.32%-27.3pp | 28.51%-7.5pp |
| Employer contribution / active EE | $2,837 | $3,712-23.6% | $5,918-52.1% | $2,270+25.0% |
| Participant deferral / active EE | $4,123 | $5,829-29.3% | $7,714-46.5% | $3,740+10.3% |
| Admin fee / account holder | $86 | $596-85.5% | $12,427-99.3% | $513-83.2% |